Pivot and Transfer

The Pivot and Transfer feature allows you to replicate and transfer records from one system (source) to another system (target).

For example, you can create, test and approve a remote record in a test system before you replicate/transfer it to the production system.

A Pivot occurs when you connect to a target system. A Transfer occurs when you save the newly transferred records to the target system.

Pivot and Transfer can be used from the following dialog boxes: Table Edit, Row Edit, and Perspective Root.

Note: Only one change management mechanism can be used on a system. If your organization has opted to use Management of Change (MoC), Pivot and Transfer should not be used. Using more than one change management mechanism may result in configuration conflicts or/and system errors during deployment to the production system.